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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3226
AIA
Affinity Investment Advisors
California
$273K -$110K 1 0.19% Reduced
3227
CBB
Citizens Business Bank
California
$273K +$276K 1 0.05% New
3228
WE
Wealth Effects
Massachusetts
$273K +$4.6K 1 0.09% Increased
3229
Facet Wealth Inc
Facet Wealth Inc
Maryland
$273K +$5.85K 1 0.01% Increased
3230
EW
Element Wealth
Mississippi
$272K +$1.88K 1 0.12% Increased
3231
SIC
Shoker Investment Counsel
Ohio
$272K +$1.25K 1 0.08% Increased
3232
CCMI
Creative Capital Management Investments
California
$271K $0 4 0.09% Maintained
3233
SCA
Sippican Capital Advisors
Massachusetts
$271K -$58.1K 1 0.18% Reduced
3234
DSN
D. Scott Neal
Kentucky
$270K $0 1 0.13% Maintained
3235
AIA
Arbor Investment Advisors
North Carolina
$270K $0 1 0.03% Maintained
3236
BWFA
Baltimore-Washington Financial Advisors
Maryland
$270K +$11.5K 1 0.01% Increased
3237
FOA
Five Oceans Advisors
California
$270K -$7.69K 1 0.1% Reduced
3238
MFG
MTM Financial Group
Pennsylvania
$270K $0 1 0.13% Maintained
3239
AIA
Allied Investment Advisors
Montana
$270K $0 1 0.04% Maintained
3240
GC
Gilbert & Cook
Iowa
$269K -$712K 1 0.03% Reduced
3241
SPWG
Syntegra Private Wealth Group
Missouri
$269K -$7.73K 1 0.03% Reduced
3242
AIM
AMI Investment Management
Indiana
$268K -$2.72K 1 0.06% Reduced
3243
EWA
Emergent Wealth Advisors
New York
$266K +$281K 1 0.15% New
3244
SPAS
Spectrum Planning & Advisory Services
California
$266K +$11.9K 1 0.15% Increased
3245
IRP
Investment Research Partners
Pennsylvania
$266K +$250K 1 0.12% New
3246
AIA
AIMZ Investment Advisors
California
$264K $0 1 0.08% Maintained
3247
LWA
Lifelong Wealth Advisors
Minnesota
$264K +$278K 1 0.08% New
3248
LWM
Lionshead Wealth Management
New York
$264K -$2.3K 1 0.21% Reduced
3249
CAS
CTC Alternative Strategies
Illinois
$264K -$653K 1 0.43% Reduced
3250
PL
Parthenon LLC
Kentucky
$263K $0 1 0.03% Maintained